+0.3%
PDD vs VT
+53.2%
-52.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.1% | +6.3% | +8.4% |
| 7D | +5.9% | -4.2% | +10.1% | +12.4% |
| 30D | +7.1% | -5.8% | +12.9% | +16.6% |
| 3M | -7.7% | -5.2% | -2.4% | -0.7% |
| 6M | -13.2% | +0.1% | -13.4% | -15.4% |
| YTD | -26.0% | +8.2% | -34.2% | -36.5% |
| 1Y | -38.4% | +10.1% | -48.5% | -48.7% |
| 3Y | -21.1% | +69.7% | -90.8% | -71.4% |
| 5Y | +0.3% | +53.4% | -53.0% | -44.5% |
| All | +0.3% | +53.2% | -52.9% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling